QuickBooks Tips and Tricks Newsletter

QuickBooks Edition - Issue 9.13

October 15 , 2010

I apologize for the this newsletter being a little late. There has been so much going on in preparation for the October 19th event on Intuit's campus and webinar that every time I got ready to hit send, something else was happening!

This just in: We will have Will Lynes, a product manager on QuickBooks for Mac who has been using Macs since OS6. When he isn't working with customers, designers, and engineers to improve QuickBooks, he enjoys riding his Vespa, cycling, and reading. He is going to speak about the exciting improvements in the Mac version of QuickBooks AND we were able to secure a 3-user copy of QuickBooks for the Mac as a drawing prize!

Don't forget we will have Catherine Fisse from the QuickBooks Enterprise leadership team speaking too - Catherine started at Intuit in 1992 – one of three people working on the first version of QuickBooks for Windows. She began her career writing the first QuickBooks manual, then went on to lead the documentation and then QA departments for QuickBooks. Always interested in improving the product, she became a product manager in 2002. Catherine joined the Enterprise team two years ago and most recently has been intimately involved in the Advanced Inventory feature.

There will be several other Intuit folks at the event too.

We cannot wait to spend time with you either via the XpandedReports sponsored webcast or in person. Please note that the live event is SOLD OUT in Mountain View, CA so only those that are pre-registered will be permitted to attend. You can still sign up to attend the webinar, we will send your package with the book and other materials, but it may not arrive before the event.

See the sections below for all the specifics. Everyone will be entered in the drawing (live and webinar attendees) for the prizes listed below and every one will receive a copy of the book Nuts and Bolts: Business Edition (14 experts share their most powerful strategies for peak performance); and more!

Sign up early - space is limited!

PS If you are planning on catching up with me in November at The Sleeter Group Accounting Solutions Conference, Las Vegas, NV: November 8-10, use code MAV2010, to receive 10% off registration fees through 10/15/10.

In this issue:

  • Meet our Sponsors
  • Review our Drawing Prizes
  • Logistics
  • About Us
  • Quick Links

Tips and Tricks

Meet Our Sponsors

Intuit - Intuit has graciously provided the meeting space, snacks, and a TON of software (see drawing below).

XpandedReports STARTS where QuickBooks reporting STOPS - So much easier and more robust than Excel! XpandedReports ability to save report changes as a reusable template, single click Pivot tables, and combine data from different reports without a VLOOKUP, highlight just a few of the reasons to use XpandedReports over Excel.

ACCTivate! Inventory & Distribution Management Software is the most feature-rich inventory control solution designed for QuickBooks® that enables small and medium sized businesses to track inventory with precision, improve operations with extensive analysis tools and satisfy customers.

Remote Accounting Solutions - Data Transfer Made Easy. With our service, one click gives you instant access to your clients' information so you don't waste time with technical issues or trying to locate files.

The Hosted Network from Right Networks is an Internet-based, enterprise-class office network that your employees, partners, and customers can access securely anytime, anywhere. Easily move your business to the cloud, today.

InsynQ provides accounting professionals and their clients with an innovative means to improve efficiency and effectiveness in the accounting process. We host and manage the business accounting applications and data, allowing the business and the accounting professional to access the same data in real time.

Fishbowl Inventory Management Software integrates with QuickBooks to deliver a total accounting, inventory and operations solution. Simply add Fishbowl Inventory to your QuickBooks and you now have a full-scale inventory control/order entry package that tracks inventory at multiple sites, handles unlimited parts, tracks serial/lot numbers and, in short, provides the entire inventory tracking ability.

Take advantage of the unparalleled integration Virtual Time+Expense provides to populate invoices, timesheets, contractor payments (as check or bills) and journal entries based on your needs. Items, classes, jobs, subjobs and more are fully supported. Virtual Time+Expense is the ideal solution for professional service organizations, staffing and recruiting companies, government contractors with DCAA compliance needs and companies seeking time tracking functionality that extends beyond Intuit’s Time Tracker.

Review our Drawing Prizes

QuickBooks Premier 2011: Accountant Edition - $399.95 value

QuickBooks 2011 for Mac (3 users license) - $599.95 value

QuickBooks Enterprise 2011(5 user license) - worth $3,000.00


You should have received an email from Kathy confirming your registration yesterday to either the webinar or live event. If you did not and you are planning on attending, please let us know so we can make sure we have accurate records.

For Webinar Attendees: When you registered by processing an order through the cart, you would have received the gotowebinar login/call in information. A reminder will be sent the day before and an hour before with that information. For 3 hours of CPE, you will need to be logged in to the event and answer the polling questions on the screen as they are presented. Each person who would like to attend will need to comply with this request. CPE certificates will be available approximately a week after the event. should be on the list individually if you will need CPE.
If you have not received the email from Kathy and you have signed up through our cart, please let us know so she can track down your registration. Your packet of information including the Nuts and Bolts book, is being sent today. On Monday you will receive an email link from Kathy to download the PDF which will contain the agenda. Your registration automatically registers you in the drawing, but you must be online at the time of the drawing to win.

For Live Event Attendees: You should have received the link for additional information and directions please visit the following link: Intuit Mountain View Campus. This includes all the details and the map of the Intuit campus. Note that you will need a photo ID to receive your security badge at the receptionist desk and you will not be permitted to "explore" on the campus unescorted by an Intuit employee. There will not be CPE credit provided for this event but will have the added benefit of being on the campus with the Intuit personnel live.

About Us

McWilliams and Associates can help you keep pace with all your QuickBooks clients. Through many self-service options on our website www.accountingsoftwaresecrets.com, group settings like seminars and tele-classes, or one-on-one services, we help you quickly and painlessly navigate through the obstacle course of QuickBooks and related add-ons. Our clients are primarily from all over the United States with 95% of our work being done remotely with other Accountants and Pro Advisors, or with their clients if they prefer. We do not do any income tax work or financial statements so there is never a conflict of interest. Most of our QuickBooks consulting clients need 2-6 hours with us to deal with a specific issue, transition, or just for those occassional questions that come up.

In addition to QuickBooks we love working with integrated applications: Some specific examples include XpandedReports, Fishbowl Inventory, and Legrand CRM. We have experience with all these products and would love to partner with you as you help your client address needs that are beyond the scope of QuickBooks alone.

If you want more information on how we might best work together, call 800-787-8744. We would love to talk with you about your needs and any special deals we have for Bookkeepers, Accountants, and ProAdvisors.

Quick Links

Monthly Discussion Forum

XpandedReports for QuickBooks - Use affiliate code of "4luvofbiz" for an additional 1 month extension on the 1 month trial for the desktop (XR 4.3) product.

Virtual Time + Expense - I have been able to negotiate the same deal as I am getting for you: FREE! Free
accounts will be provided to accounting professionals who provide accounting
services to other companies on a full-time basis by using the link below.

AuditMyBooks - Interested in learning more about detecting errors and fraud in small business accounting systems? Visit my affiliate site to download the white paper titled “Protecting Your Business from Accounting Errors & Fraud”.

We have a non-ownership business relationship with Intuit, XpandedReports, Fishbowl Inventory, AuditMyBooks, Virtual Software, BQE Software, The Sleeter Group, Alterity, MISys, RightNetworks, Insynq, Remote Accounting Solutions, CA CPA Education Foundation, and CPE Link.

For online CPE courses I will be presenting, go to CPE Link: http://www.cpelink.com/instructor/detail.php?i=52&s= ysg86k6

We have a non-ownership business relationship with Intuit, XpandedReports, Fishbowl Inventory, AuditMyBooks, Virtual Software, BQE Software, and CPE Link.

Friday, October 15, 2010 - 11:56
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Accounting Software Secrets Tips & Tricks Newsletter